AFT Forsyth & Company’s Bank of Montreal BMO Stock Holding History

AFT Forsyth & Company’s Portfolio BMO Stock Details BMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-2,936	Closed	-$262K	–	135
2023 Q1	$262K	Hold	2,936	–	–	0.2%	115
2022 Q4	$266K	Hold	2,936	–	–	0.23%	112
2022 Q3	$257K	Hold	2,936	–	–	0.23%	115
2022 Q2	$282K	Hold	2,936	–	–	0.23%	112
2022 Q1	$346K	Hold	2,936	–	–	0.22%	114
2021 Q4	$316K	Hold	2,936	–	–	0.16%	124
2021 Q3	$293K	Hold	2,936	–	–	0.16%	130
2021 Q2	$301K	Hold	2,936	–	–	0.16%	131
2021 Q1	$262K	Hold	2,936	–	–	0.16%	134
2020 Q4	$223K	Buy	+2,936	New	+$201K	0.14%	137
2020 Q1	–	Sell	-3,986	Closed	-$309K	–	125
2019 Q4	$309K	Sell	3,986 -125	-3%	-$9.41K	0.24%	114
2019 Q3	$303K	Hold	4,111	–	–	0.25%	111
2019 Q2	$310K	Hold	4,111	–	–	0.26%	110
2019 Q1	$308K	Hold	4,111	–	–	0.27%	109
2018 Q4	$269K	Hold	4,111	–	–	0.27%	113
2018 Q3	$339K	Sell	4,111 -477	-10%	-$38.4K	0.28%	110
2018 Q2	$856K	Buy	4,588 +477	+12%	+$36.7K	0.75%	46
2018 Q1	$311K	Sell	4,111 -250	-6%	-$19.7K	0.29%	109
2017 Q4	$349K	Buy	+4,361	New	+$340K	0.34%	101
2013 Q3	$516K	Hold	7,725	–	–	0.67%	58
2013 Q2	$448K	Buy	+7,725	New	+$468K	0.64%	56

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

AFT Forsyth & Company's BMO Position: Q2 2023 in Review

AFT Forsyth & Company sold out of Bank of Montreal (BMO) in Q2 2023, closing a stake of 2,936 shares — an estimated $262K sold.

AFT Forsyth & Company first reported a position in BMO in Q2 2013 and held it in 21 quarters. The position peaked at $856K in Q2 2018. 470 funds tracked by Wall St. Rank hold BMO as of Q2 2023.

AFT Forsyth & Company reported no remaining Bank of Montreal position as of Q2 2023 after selling out during the quarter.
AFT Forsyth & Company sold 2,936 Bank of Montreal shares in Q2 2023, an estimated $262K.
AFT Forsyth & Company first reported a position in Bank of Montreal in Q2 2013 and held it in 21 quarters.
AFT Forsyth & Company's Bank of Montreal position peaked at $856K in Q2 2018.
470 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2023.

Based on AFT Forsyth & Company's 13F filing for Q2 2023, filed 14 Aug 2023.